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Complimentary Webinar:

Estate Planning and Inheritance 101

Register Now
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    Whether you’re just getting started with estate planning or need help understanding your inheritance, there’s no need to go at it alone. A highly experienced Estate Planning Attorney and our in-house Financial Advisor Chris Ellis, of CUSO Financial Services, L.P.,** will walk you through the process and answer your estate planning and inheritance questions in this live webinar.

    We’ll cover:

    • Inheritance and asset-protection fundamentals
    • Incapacity planning
    • Power of Attorney/Medical directives
    • Avoiding probate court
    • Creating or updating an estate plan
    • Wills and trusts
    • Tax-efficient investing

    Join us and learn how to create a well-crafted plan that will help you protect your assets, provide for future generations, and continue your legacy.

    Register Now

     

    Wednesday, November 9, 2022, at 6:00 pm*

Questions? Call us @ 877-695-2732

Disclosures

*Webinar times and dates subject to change or cancellation at any time.

**Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth-management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. 0822-35